Account Management

Manage a list of users with access to TravelMaster account according to installed roles.

Users are identified by their email address. You can only add users with an email address to subscribe to the TravelMaster software.

Access: Menu > System > Account Management

1. Add new user

Click in the upper - right corner of the screen.

Image: Creat new account

The required information includes:

• Email: Enter the email of the account you want to create, when logging in to the software, you need to use this email
• Full Name: User name. Fill in the 2 boxes First name and Last name
• Password: Login password.
• Confirm Password: Re-enter the login password. If you want to see the password unencrypted, click
• Department: Select the department of the account. To manage the list of departments, click here
• Position: The position of the account in the selected Department. To manage Positions, click here
• Authorization: Select the access rights according to the department of that account. To manage the list of roles, click here

Click to finish.

Note:

• All input fields when creating a new account are required, cannot be left blank.
• If you want to use a random password from the system, click
• When entering a password, the system will encrypt it to ensure security (the entered password will be a dot). If you want to see the password unencrypted, click
• If you want to tick more Roles / access rights or edit other information, after saving, click Edit that account (see section 2)

2. View/ Edit/ Delete/ Authorize

At the list of accounts, click on the account you want to manipulate. Functions include: View - Edit - Delete - Authorize.

a. View

This allows you to View account information (name, department, position, phone number, ....) and Roles to which this account is authorized.

At the View operation, You cannot Edit any data area

b. Edit (update account)

This allows you to View and Edit account information (name, department, position, phone number, ....) and Roles to which this account is authorized.

Information tabs of a user

Include basic information such as Login Email, Password, Employee Code, Full Name, etc.

*Note: When an account is deleted, only the personal information of the account owner can be deleted, and the system still retains the data created from the account during use.

Therefore, you will not be able to add a new account with the mail that has created an account in the system, even though you have previously deleted the account. If you need to restore please contact us for support

If you want to temporarily suspend access for an account, click , the account will no longer be able to log into the system.

Image: General tab of an account

Step 2. Roles & Department

Image: Roles & Department tab of an account

• Roles: Tick the permission to access the software. For role management, see Roles & Department.

A user can belong to many roles and different permissions. Data view/add/edit/delete access permissions will be subject to the permissions you set in Roles & Department.

• Brand: If your business owns different brands, this list will show your brands. For brand management, see here.

Note: When logging into an account after setup, the Roles that the account is ticked will display in a list form as shown below. Click on a role to access permissions in that role.

Image: The roles of an account when accessing

c. Delete

This allows you to Delete an account from the list. Click , a pop-up panel appears asking for Operation Confirmation

Click OK to confirm Delete Account

Click CANCEL to cancel the Delete operation

d. Authorize

Normally, an account that is ticked in the Roles & Department section will be able to access it according to permissions.

However, if that account is set to have special access rights in some regions (For example, the Operation role is not allowed to view Listbooking, but a certain X account you have Operation permission and want to let X see the booking list) then you Authorize that account only.

Click Authorize, a table will appear showing all the zones and permissions that the account is allowed to access according to the ticked Role

You tick more areas that you want this account to be allowed to access more, or uncheck the areas that you do not want that account to be allowed to access.

Image: Authorization for an account

Note:

• Permissions ticked separately for an account will only work for that account, not affecting the general Roles & Department of the software.
• The system autosaves the permissions you tick.
• If tick FULL AUTHORITY, by default, other cells in the same row will also be ticked. This is a quick action to tick all permissions in the same row
• Permission VIEW is a required permission if you want to tick other permissions. Therefore, if you uncheck the VIEW permission, other permissions will be unchecked by default.

Update: 01/2023